Investing in European ‘Quality Growth’?

Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth, with only momentary periods of correction.

Video

TINA* effect interrupted by nCov

Eric Sturdza on US Q4 earning reports and preparations to monitor the impact of the coronavirus epidemic.

Monthly Fund Commentary

Impact from coronavirus outbreak could be limited with the market set to recover sharply from 2Q 2020

Yutaka Uda: Corporations are continuously increasing shareholder returns. 2020 could be a remarkable one for the Japanese market, with the Nikkei 225 targeting 28,000 by the year end.

Monthly Fund Commentary

How will inactivity in China impact European markets?

Bertrand Faure and team have undertaken a study on each of the individual positions in the portfolio to develop an understanding of the direct and indirect impact of a prolonged period of inactivity in China.

Monthly Fund Commentary

Equity profits need to improve

Willem Vinke's outlook on the world equity market - a complete disconnect between the stock market and the economy.

Monthly Fund Commentary

Safe haven bid on coronavirus fears

Eric Vanraes looks into the increasing demand for safe haven assets in light of coronavirus and the implications of this on US Treasuries.

Monthly Fund Commentary

Coronavirus impact on Japanese tourism

Mitsuhiro Yuasa looks at the impact of the coronavirus on Japanese Tourism and government to set up defences while continuing to prepare for the Olympic Games.

Monthly Fund Commentary

Recognition Award for Performance Excellence by BarclayHedge

Strategic China Panda Fund ranked Top 10 in the Emerging Markets Equity - Asia category.

News

Coronavirus will not have a long-term impact on the Chinese Economy

Lilian Co studies the impacts of the Coronavirus on Chinese markets, and expects markets to stabilise in months to come.

Monthly Fund Commentary

Sailing ahead with the Guernsey Sailing Trust

Eric Sturdza Investments is proud to support the Guernsey Sailing Trust, a local charity aiming to make sailing accessible to all.

News

China – Macro headwinds subside offering opportunities in the H-share market in 2020

Lilian Co: The Chinese government turned more dovish in terms of its property policy with the aim of supporting sales.

Monthly Fund Commentary

A successful FINANZ’20

In January, Eric Sturdza Investments exhibited at FINANZ'20, the Swiss Finance Fair for professional investors, held in Zurich Oerlikon.

News